Financial Success Coach
About
My passion for teaching is simple, it is my job to make sure your learning process is suited to you. I cater each course to helping you reach your goals. I have 24 years in the accounting and financial services field, I teach tax prep, accounting and financial services basic and advanced classes. I am an enrolled agent with the IRS and work with Allstate Financial Services as a PFR teaching investment classes. I also am licensed by the state of NY to Life Accident and Health classes.
With over 24 year(s) in the financial services industry, my knowledge and experience help me provide customers with an outstanding level of service. I’m eager to help you prepare a strategy to achieve your financial goals. From education to retirement, I can assist you with financial solutions that can help you build your financial future.
My Bachelor of Science Degree in Business from SUNY Empire State was obtained solely so that I could teach at college level which has been a goal of mine so I look forward to helping you achieve your goals.